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iShares Core Total USD Bond Market ETF
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Overview Fund Activity

524 hedge funds and large institutions have $21.2B invested in iShares Core Total USD Bond Market ETF in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 249 increasing their positions, 138 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+50
Holders Change %
+10.55%
% of All Funds
8.45%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.24%
New
101
Increased
249
Reduced
138
Closed
40
Calls
$683K
Puts
–
Net Calls
+$683K
Net Calls Change
+$1.32M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.51B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.51B
3
BlackRock
3
BlackRock
New York
$3.09B
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$154M
5
LPL Financial
5
LPL Financial
California
$900M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$15.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$82.5M
3
IDA
3
Intelligence Driven Advisers
California
$555K
4
GCM
4
G2 Capital Management
Ohio
$0
5
WF
5
Williams Financial
Vermont
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
226
NFP Retirement Inc
California
$1.91M +$649K +14,439 +51%
CFD
227
Creative Financial Designs
Indiana
$1.88M +$58.3K +1,297 +3%
JPMorgan Chase & Co
228
JPMorgan Chase & Co
New York
$1.82M -$273K -6,064 -13%
CAM
229
Concorde Asset Management
Michigan
$1.82M +$107K +2,381 +6%
SFG
230
Sovereign Financial Group
Connecticut
$1.81M +$896K +19,942 +98%
KFS
231
Kelly Financial Services
Massachusetts
$1.8M +$296K +6,587 +20%
KWM
232
Keebeck Wealth Management
Illinois
$1.79M +$357K +7,936 +25%
WIM
233
WealthPlan Investment Management
Nebraska
$1.79M +$137K +2,999 +8%
WP
234
WealthPLAN Partners
Nebraska
$1.78M +$1.78M +39,096 New
BBA
235
Braun-Bostich & Associates
Pennsylvania
$1.78M +$919K +20,447 +107%
SFS
236
Sowell Financial Services
Arkansas
$1.78M +$375K +8,341 +27%
DA
237
Detalus Advisors
Missouri
$1.76M +$694K +15,445 +65%
Legacy Financial Group (Iowa)
238
Legacy Financial Group (Iowa)
Iowa
$1.71M +$1.71M +37,958 New
FHC
239
First Heartland Consultants
Missouri
$1.7M +$350K +7,787 +26%
AWM
240
Apollon Wealth Management
South Carolina
$1.7M -$10.3K -229 -0.6%
TSWM
241
Triangle Securities Wealth Management
North Carolina
$1.66M +$1.66M +37,011 New
IA
242
IFG Advisory
Georgia
$1.66M +$127K +2,828 +8%
UCFA
243
United Capital Financial Advisors
Texas
$1.56M -$456K -10,148 -23%
Betterment LLC
244
Betterment LLC
New York
$1.54M +$313K +6,972 +26%
VC
245
Veracity Capital
Georgia
$1.49M +$98.2K +2,186 +7%
MSWMA
246
Market Street Wealth Management Advisors
Indiana
$1.49M -$236K -5,261 -14%
CWP
247
Cyndeo Wealth Partners
Florida
$1.48M +$1.48M +33,014 New
GC
248
Gilbert & Cook
Iowa
$1.48M -$6.78M -150,910 -82%
PFGIA
249
Patriot Financial Group Insurance Agency
Massachusetts
$1.46M +$135K +2,997 +10%
MBT
250
Montecito Bank & Trust
California
$1.46M -$507K -11,283 -26%
8 9
10
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